Downloads
Neat Downloads
Neat - The Neat Experience!
Account Settings in Neat
Emailing Items from Neat
Split Transactions in Neat
Sign In with Google
Combine and Separate Items in Neat
Sharing Accounts in Neat
Logging into Neat
Sharing Folders in Neat
Currencies & Amounts in Neat
Searching in Neat
Multi-Account User Access
Neat Trial FAQ
NeatFiles FAQ
Neat Plan FAQ
File Fields & Categories in Neat
Folder Management in Neat
Invoicing - Payments
Bulk Edit in Neat
Keyboard Shortcuts
Demo Data in Neat
How to Pay your Invoice sent from Neat
My Categories
Items & Item Management in Neat
Getting Started - Managing Finances in Neat
Vendor Mapping
Onboarding Checklist
Manage Grid Columns in Neat
Filtering in Neat
Updating your Log In Email Address
Basic Troubleshooting - Resolve 90% of Technical Issues on Neat Web App
Invoicing Basics in Neat
Transactions in Neat
Invoicing - Online Payments
Export Items from Neat
Email-In Feature in Neat
Monthly Review
Image Management & Printing in Neat
List Management in Neat
Items Stuck Processing in Neat
User Profile in Neat
File Cabinet Reporting in Neat
Your document plan limit has been reached
Error: The API version does not match the Worker version.
Accounting Reporting
Adjustments in Neat
Starting Balances in Neat
Suggested Transaction Matching in Neat
Insights in Neat
Assets and Liabilities in Neat
Files in Neat
Where Do My Scanned Items Go? - Needs Review Overview
Business Profile in Neat
Import Items into Neat
Mileage in Neat
Cash on Hand
Transaction Streaming Connection Errors
Collecting an Item ID in Neat
Sign-In Options
Neat Mobile App
Transactions in the Neat Mobile App
Invoicing in the Neat Mobile App
Capture Items with the Neat Mobile App
Neat Mobile App - Forgot Password / Reset Password
Mobile Monthly Review Experience
Searching in the Neat Mobile App
Troubleshoot Google Sign-In Issues
Accessing the Neat Web App on a Mobile Device
Change System Default Settings in the Neat Mobile App
Neat Mobile App Overview
Mobile Subscriptions
Biometric Sign-in
File Cabinet in the Neat Mobile App
Neat Scan Utility
Windows - Resolving Neat Driver Install not Proceeding
How to Scan to Neat via ScanSnap Home
Neat Scan Utility FAQ
Neat Scanners and Mac OS Ventura
Neat Scanners and Mac OS Sonoma
Print to Neat - Windows
Troubleshooting "Scanner Not Connected" Message
Print to Neat - Mac
Install Neat Scan Utility for the Desktop
Neat and macOS 12 Monterey
Neat Scan Utility - Sending Multiple Items to Neat
Troubleshooting "Error uploading. Retrying in 60 seconds."
Neat Scan Utility - Combine or Separate Items After Scanning
Neat Scan Utility - Error Checking Default Scan Path
Improving Image Quality on Neat Scanners
3rd Party Scanners
Kodak ScanMate i940
Scan with 3rd Party Scanners
ScanSnap S1100
ScanSnap S1300
Scan with ScanSnap Scanners to Neat
Ambir Travel Scan Pro (PS600-2 & PS600-3)
Ambir ImageScan Pro 820ix
Ambir ImageScan Pro 490i
ScanSnap iX1500
ScanSnap iX500
ScanSnap iX100
Certified 3rd Party Scanners
Raven Original and Pro Scanners
Canon DR-C240
Kodak ScanMate i1150WN
Canon P-208II
Canon DR-M260
Canon DR-M160II
Canon DR-F120
Canon DR-C225
Brother DS-920DW
Brother ADS-1500W
Panasonic KV-S1065C
Panasonic KV-S1046C
Panasonic KV-S1026C
Panasonic KV-S1015C
Canon P-215II
Manually Adding Neat to ScanSnap Manager
Adjusting Scan Settings in ScanSnap Manager
How to Scan to PDF and Import to Neat Using ScanSnap Manager
How to Scan and Import to Neat via ScanSnap Home
TWAIN Support for Neat Scanners
Integrations
QuickBooks Desktop
QuickBooks Categories & Neat
QuickBooks Online
Integrate QuickBooks Online
Campaign Monitor
Integrate Campaign Monitor
Constant Contact
Integrate Constant Contact
Google Contacts
Integrate Google Contacts
MailChimp
Integrate MailChimp
Outlook.com
Integrate Outlook.com
Customer Service
Neat Ecosystem FAQs
Contact Neat Support Team
I Didn't Authorize this Charge - Terms & Conditions
Login Issues / Locked Account - Reset your Password
How to Open a Chat with a Support Agent
Manage your Subscription
What is this charge?
Update Credit Card
Update your Account Information with the Self Service Portal
Billing Partner Portal
Confirm Payment
Manage your Account with the Neat Self Service Portal
View Your Neat Invoice in the Self Service Portal
Cancel Neat Cloud Subscription
Delete your Neat Account & Account Data
VISA Return Authorization Mandate
Neat Hardware Exit
Remote Support Connection Guide
Account Partially Set Up
Collecting Logs from Neat's Self Service Portal
Opting In or Out of Neat Emails
Remote Assistance
Is Neat Cloud Service HIPAA Compliant?
Meeting Electronic Document Requirements for the IRS
Make a Payment
Retired Products
NeatConnect
NeatConnect: Overview
NeatConnect: Incorrect Username/Password Message when adding Gmail Account
NeatConnect: Adding Scan Destinations
NeatConnect: Add DropBox Account
NeatConnect: Calibration
NeatConnect: Scanning Help
NeatConnect: Factory Reset
NeatConnect: Update Firmware
NeatConnect: Paper Feed Issues
NeatConnect: Scan Directly to Neat Cloud
NeatConnect: About the Outbox
NeatConnect: Sending Scans from the Outbox
NeatConnect: Scanning Issues
NeatConnect: Settings Menu
NeatConnect: Editing Scans on Scanner
NeatConnect: Items Could Not Be Uploaded
NeatConnect: Touchscreen & Display Issues
NeatConnect: Using Local Access Mode
NeatConnect: Setting Up WiFi Connection
NeatConnect: Hardware Specifications
NeatConnect: Wireless Connection Troubleshooting
NeatDesk
NeatDesk: Paper Feed Issues
NeatDesk: Overview
NeatDesk: Calibration
NeatDesk: Getting Started
NeatDesk: Cleaning Your Scanner
NeatReceipt
NeatReceipts: Clean Your Scanner
NeatReceipts: Overview
NeatReceipts: Getting Started
HP Officejet 8040
HP Officejet 8040 Retirement
HP Officejet 8040: File your Neat Cabinet
HP Officejet 8040: Getting Started
HP Officejet 8040 Users: Set your Neat Password & Login
HP Officejet 8040: Activation
All Scanners: Drivers & Troubleshooting
Neat Scanners: Overview
Mac OS 10.14 Mojave: Neat Scanner Driver
Windows: Reinstalling Scanner Drivers with MS Fixit
Neat Scanner Support
Neat Scanners: Troubleshoot Calibration Issues
Mac: Testing Image Quality in Image Capture
Mac High Sierra: Scanner is in Use by Other Application
Mac: Reinstalling Scanner Drivers in Neat
Using Your Neat Scanner Without the Neat Software
Windows: Reinstalling Scanner Drivers
Scanners FAQ
Mac OS 10.15 Catalina
Migration Assistance Articles
Windows: Export to PDF Guide
Migrate from Legacy to the New Neat Experience
Backup Guide - Migration Tool (Mac)
Legacy for Windows - BackUp Guide
What is my Neat Cloud Username? - Migration Tool (Windows)
Mac: Export to PDF Guide
Recover Neat Legacy Data in Mac
Neat Smart Organization System - Recreate Folder Structure for Migration
Before you Sync (Windows)
Windows Legacy: Obtaining Error Log
Windows: Error 137
End of Support for Legacy Desktop Software
Scanner Accessories
Red 'Error' Message in Neat Legacy Software
Legacy Live Support
How to Clear your DNS Cache
Neat Sync Login Message
Retired Desktop Software Options
Miscellaneous Technical How-Tos
Windows - Show Hidden Folders
Windows - How to Create a Screenshot
Mac - USB-C Connection
Windows - Set File Permissions
Mac - How to Create a Screenshot
Video Center
Getting Starting with Neat Invoicing
Getting your Files Into Neat
Neat Status Page
Known Issues - Neat Status Page
All Categories > Customer Service
25 articles
Reset your password and login issues
Contact Support Team
Neat Billing FAQ
Learn how to manage your subscription via the Neat Self Service Portal, the Neat mobile app, or via our support team. Access Self Service Portal. Open your Neat software or login into the Neat Cloud…
Update credit card
Confirm payment
You can have your user information and data stored in Neat permanently deleted by following the steps below. At the moment, you can only complete these steps via the Neat Mobile application. How to p…
Visa has recently instituted a global change in how refunds are required to be processed. While the intent of this is to improve visibility and the customer experience, there are situations where the…
If you are experiencing an issue via the Self Service Portal, we will need the below information to resolve this problem. Along with gathering the below info, please also provide screenshots and spec…
Make a payment
